Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.57B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,945
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$7.36M
3
+$5.82M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.02M
5
NXPI icon
NXP Semiconductors
NXPI
+$4.47M

Top Sells

1
+$32.7M
2
+$16.7M
3
+$7.31M
4
AAPL icon
Apple
AAPL
+$4.26M
5
EQR icon
Equity Residential
EQR
+$4.15M

Sector Composition

1 Technology 16.94%
2 Financials 15.77%
3 Healthcare 13.04%
4 Industrials 10.63%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.49M 0.09%
147,602
-18,090
227
$8.44M 0.09%
33,360
-1,319
228
$8.39M 0.09%
79,987
-4,590
229
$8.35M 0.09%
188,800
230
$8.34M 0.09%
133,569
-6,650
231
$8.27M 0.09%
82,410
232
$8.21M 0.09%
135,785
+900
233
$7.94M 0.08%
108,065
-7,200
234
$7.9M 0.08%
90,303
-2,659
235
$7.9M 0.08%
166,455
+14,589
236
$7.87M 0.08%
45,370
-1,400
237
$7.83M 0.08%
114,392
+9,200
238
$7.82M 0.08%
72,995
+1,854
239
$7.81M 0.08%
176,893
+15,880
240
$7.74M 0.08%
117,080
-3,000
241
$7.7M 0.08%
50,055
-100
242
$7.67M 0.08%
178,352
+5,300
243
$7.65M 0.08%
265,580
-20,800
244
$7.62M 0.08%
54,244
+2,405
245
$7.58M 0.08%
117,496
+11,150
246
$7.57M 0.08%
460,080
-46,500
247
$7.51M 0.08%
83,480
-7,400
248
$7.51M 0.08%
47,860
249
$7.5M 0.08%
420,505
+4,358
250
$7.42M 0.08%
206,766
+55,780
8 9
10
11 12